Using the aging dashboard
Read the buckets, filter by aging, focus on your accounts, and export to CSV when you need to share outside the app.
Video coming soon
The walkthrough for this article is being recorded. The written guide below covers the essentials — the video will add the visual steps.
Preview
The aging dashboard is the first screen reps land on. It groups every open invoice by how many days past due it is — Current, 1-30, 31-60, 61-90, 90+ — and shows total dollars and invoice counts per bucket.
Click any bucket to jump into the Invoices page pre-filtered to that aging. Toggle My Accounts to show only invoices assigned to you. Export CSV any time from the top-right button — the export mirrors whatever filters are active on screen.
Watch this space. We are recording the video walkthrough for this workflow in the coming days. Email support@evenlevel.com if you need help with it now — we will walk you through it on a call.
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